MenuTheodoros Marinis CFP®
About Me
I provide INDEPENDENT financial advice, specialising in Superannuation, Defined Benefit Schemes for Commonwealth and State government public servants, Taxation and Retirement Lifestyle Planning.
I am a Certified Financial Planner (CFP®) and a Certified Practising Accountant (CPA). I demystify complex financial matters by presenting innovative retirement income and lifestyle financial strategies that assist clients to achieve their lifestyle and retirement needs.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 37 Years -
Licensed By Financial Strategies (sa) Pty Ltd
